Goodstein Wealth Management LLC
● SEC registered since 2023CRD 282910SEC# 801-127449Encino, CA
Reg. AUM
$114.2M
Employees
2
Accounts
275
Location
Encino, CA
Goodstein Wealth Management LLC assets under management
Goodstein Wealth Management LLC operates as an SEC-registered investment adviser based in Encino, CA. The firm has been registered since 2023. It reports $114.2 million in regulatory assets under management and employs 2 people.
Goodstein Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Randall Goodstein Control | Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Goodstein Wealth Management LLC manage?
Goodstein Wealth Management LLC reports $114.2 million in regulatory assets under management on its Form ADV.
How many employees does Goodstein Wealth Management LLC have?
Goodstein Wealth Management LLC reports 2 employees.
Where is Goodstein Wealth Management LLC located?
Goodstein Wealth Management LLC is based in Encino, CA and has been SEC-registered since 2023.
Does Goodstein Wealth Management LLC disclose fund performance?
Goodstein Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15760 Ventura Blvd., Suite 1520, Encino, CA 91436 |
| Phone | 818-995-3500 |
| Office hours | 6:30 - 4:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.2M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$114.2Mregulatory AUM
Discretionary $114.2M